See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,407 | $83,477-73.2% | $125,175-82.1% | $72,985-69.3% |
| Participation rate | 98.2% | 73.3%+24.9pp | 79.8%+18.4pp | 69.5%+28.7pp |
| Annual return | -22.52% | 25.78%-48.3pp | 43.79%-66.3pp | 81.00%-103.5pp |
| Employer contribution / active EE | $5,756 | $2,345+145.4% | $3,865+48.9% | $2,440+135.9% |
| Participant deferral / active EE | $0 | $3,585-100.0% | $4,937-100.0% | $3,607-100.0% |
| Admin fee / account holder | $1,190 | $5,517-78.4% | $9,702-87.7% | $5,124-76.8% |